+274.7%
IONQ vs ENPH
-78.3%
+353.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.8% | -4.4% | 0.0% |
| 7D | +7.1% | +9.3% | -2.1% | +3.8% |
| 30D | -8.9% | -7.3% | -1.7% | -6.5% |
| 3M | -35.6% | -31.7% | -3.8% | -26.5% |
| 6M | +13.3% | -3.5% | +16.7% | +13.1% |
| YTD | -9.8% | +21.2% | -31.0% | -20.6% |
| 1Y | -1.3% | +0.1% | -1.4% | -8.3% |
| 3Y | +109.3% | -67.7% | +177.0% | +160.6% |
| 5Y | +304.7% | -76.2% | +380.9% | +470.8% |
| All | +274.7% | -78.3% | +353.0% | +431.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling